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Quick answers for freelancers and teams using Follix to run follow-ups without a heavy CRM.

Getting started

  1. Create an account and open your dashboard.
  2. Add a lead with name, expected deal value, and when you last touched them.
  3. Set when you want to be reminded next—Follix surfaces them in Today and Overdue when it matters.
  4. After each real follow-up (from your normal email), log it in Follix and schedule the next touch.

Common questions

Most product questions are covered on the homepage FAQ—including how Follix differs from a full CRM, how reminders work, and how "money at risk" is calculated.

Still stuck?

Reach the team via Contact Support. We read every message from customers and prospective users in the freelancer and agency space.